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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,538 | $54,357-38.3% | $82,706-59.4% | $68,495-51.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.90% | -13.67%-6.2pp | 701.76%-721.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,777 | $2,218+25.2% | $3,007-7.7% | $2,596+7.0% |
| Participant deferral / active EE | $6,384 | $3,246+96.7% | $4,394+45.3% | $4,028+58.5% |
| Admin fee / account holder | $764 | $4,396-82.6% | $5,329-85.7% | $5,403-85.9% |